IRESS has announced that insurer and wealth management firm ClearView will integrate the XPLAN Prime objectives-based, scaled-advice solution.
IRESS head of wealth management Tizzy Vigilante said XPLAN Prime is well suited for for ClearView.
“We know consumers everywhere are increasingly seeking more options in what financial advice they receive, and Prime allows advisers to provide advice for a specific need or multiple topics in significantly less time,” she added.
The integration of XPLAN Prime means that the partnership between IRESS and ClearView will remain, as ClearView mostly relies on IRESS for its advice platform and back office (XPLAN), and its superannuation platform (Acurity).
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